Change a template's status

Understanding template status

The template status in Tallyfy helps your team know if a template is still being worked on or if it’s finished and ready to use.

There are 4 statuses you can choose in Tallyfy:

• Started: Just beginning to create the template.
• In progress: Currently being worked on, maybe by several people.
• Finishing: Almost done, perhaps under final review.
• Published: Complete and ready for people to launch processes from it.

Who can change the status?

Changing a template’s status is a bit different from editing its content:

• Administrators: Can change the status from anywhere (either the main Templates library list or within the Template Editor settings).
• Standard members: Can always change the status from the main Templates library list. They can also change it in the Template Editor settings if they have permission to edit that specific template.
• Light members: Cannot edit templates, but they can still change the status of a template from the main Templates library list.

Changing template status

You can change the status in two places:

Method 1: From the main Templates Library

1. Go to the Templates section in Tallyfy’s left sidebar.

2. Find the template you want to update in the list.

3. Click the current status shown next to the template’s name (e.g., click where it says “Published”).

4. Choose the new status from the dropdown menu that appears.

   

Method 2: From the Template Editor (Admins/Standard members with edit rights only)

1. Open the template in Edit mode (click the pencil icon).

2. Click the Settings (or Config) button in the top toolbar.

3. Go to the Summary tab.

4. Find the Status dropdown menu and select the new status.

5. Click Save Changes (if applicable, sometimes it saves automatically).

   

Related articles

Templates > Edit a template

Templates can be edited by Standard members with specific permissions or Administrator members through the Edit view accessed by clicking the pencil icon on template cards in the Templates library.

Templates > Configure your template

Template settings can be configured through the Settings button to customize how templates work control access permissions organize content and manage general actions like copying archiving and printing.

Members > Manage member permissions

Administrators can control what Standard members can do in Tallyfy by managing five key permission areas including template editing viewing starting processes accessing running processes and inviting new members through template-specific Config settings or process-specific Settings panels.

Edit Templates > Rename a template

Tallyfy templates can be renamed through two methods: accessing the Settings/Config menu in Edit mode to click on the current name and type a new one, or by clicking directly on the template name at the top of the Edit view and selecting the Rename option.